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Introducing Microsoft Dynamics GP 2015
Jeff Smith, Solutions Architect
GoToWebinar
Dashboard
Housekeeping Items
Agenda
• Roadmap
• What’s new in Microsoft
Dynamics GP 2015
• Key Benefits
• System-Wide Features
• Financials
• HR & Payroll Employee Self Service
• Companion Apps
• List of features released since GP
2013
Microsoft Dynamics GP Roadmap
GP2015
Functionality
Identity
Management V2
Workflow V2
BA on multi-
platforms
(Windows, Apple &
Android)
Service Based
Architecture (SBA)
GP2015R2
Top features
requested by
customers
Partner tools
to simplify
provisioning
Time
management app
Functionality
and Technology
Releases
Every six
months
GP2015R3
Top features
requested by
customers
Workflow V3
SBA
enhancements
GP2013
Web Client
Functionality
Management
Tools
Hosting
Business Analyzer
(BA)
on Windows
GP2013R2
Functionality
Identity
Management V1
Workflow V1
GP Workspace
in Office 365
GP2013SP1/2
Web Client Wave
Releases
Functionality
RapidStart
BA Off Domain
On Azure
Expanded
workflows
To help streamline
financial, purchasing, sales,
payroll, and project related
approvals
Single sign on
Through integration with
Microsoft Azure Active
Directory to help users
work seamlessly across
Microsoft GP, Office 365,
and other cloud-based
applications
Service based
architecture
To lower the cost and time
required to create or
modify business solutions
built on Microsoft
Dynamics GP
System wide features
Service Based Architecture 2015
GP consumes and exposes services
Logic in any dictionary including ISV products can be exposed as service operations.
Integrate to
other applications
or services
Secure Access
Use Windows or
O365 Identity to
authenticate.
https protocol with REST
style API lets you build apps
on many different platforms
https://Contoso.com/Apps/GP/Company(ID=2)/Inventory/Items(ItemNumber=‘100XLG’)
Operation Security
Managed within the GP application just
like forms and reports.
Scalable Deployment
models fit any
sized organization
needs.
Discovery
operations
inform you of
available operations
and their syntax Deployable on
Enhanced Interoperability gives
developers additional capability to
leverage the Microsoft Platform.
Identity Management 2015
Workflow
Financial
• GL Batch Approval
Purchasing
• Payables Batch Approval
• Vendor Approval
Sales
• Receivables Batch Approval
Payroll
• Employee Skills Approval
• Direct Deposit Approval
• Employee Profile Approval
• W4 Approval
Project
• Expense Report Approval
Copy Home Page and Area Page 2015
Navigation to Management Reporter 2015
Financials features
Intercompany Enhancements 2015
• Intercompany Journal Entry Inquiry
• Void Intercompany Transactions
Payment Terms 2015
• Due Date Option using Transaction Date
• Add Days to Due Date
• Additional Due Options
• Additional Discount Options
• Options: Next Month, Months, Month/Day and
Annual
Fixed Assets Year End Close Report 2015
• Printed as part of year end close
• Prints for all books and
assets impacted
• Includes end of year information for an asset
Distribution features
Edit E-Mail for Historical Documents 2015
• Edit e-mail for historical
Sales documents
• Edit e-mail for historical Purchase
Orders
• Edit e-mail for RM Statements
• E-mail historical PM Remittances
• Edit e-mail for PM remittances
Payables Warning When Open PO 2015
• New warning message added when
entering payables transaction for a
vendor with
an outstanding PO or
un-invoiced receipt
Invoicing for Web Client 2015
• Invoicing Module is now available
in the Web Client
HR and Payroll Employee Self Service features
Project Employee Expense Report 2015
• Project Employee Expense
Report and Project Timesheet
Entry replace all of the
functionality of both Business
Portal T&E and PDK!
Employee Profile 2015
• Employee able to view and edit their
employment information
• Address, Dependents, Emergency
Contacts and Position History
• Workflow available for Employee Profile
information
• Setup Workflow for your business process
• Route using Active Directory hierarchy
Manager Team Profile 2015
• Manager able to view and edit their
team members’ data
• Address, Dependents, Emergency
Contacts and Position History
Employee Skills and Training 2015
• Part of self service for employee to
view and maintain their education and
tests
• Employee can view skills and training
history
• Workflow available for Employee Skills
for education and tests
• Setup Workflow for your
business process
• Route using Active Directory hierarchy
Manager Skills and Training 2015
• Part of self service for manager to
view and maintain their employee’s
education and tests
• Manager can view employee’s skills
and training history
• Driven from navigation lists
Employee Paystubs 2015
• In Self Service, an employee
can now view or print their
paystubs from the paystubs
navigation list
Employee W-4 2015
• An employee can edit their W4
information, add or change the
additional withholding, update the
number of deductions and reduce the
potential for data entry errors
• With workflow, the payroll administrator
can route the W4 information
appropriately
• Workflow available for Employee W4
• Setup Workflow for your business
process
• Route using Active Directory hierarchy
Employee Direct Deposit 2015
• Workflow available for Employee
Direct Deposit
• Setup Workflow for your business
process
• Route using Active Directory
hierarchy
Employee Benefits 2015
• Employee can view their
benefits with employer and
employee contributions.
Companion App features
Business Analyzer Release 7
Cross Platform
Content
Management
Improvements
Support for
Management
Reporter Content
Save $8,000 on GP
Extended Pack
through June 27
15% off GPUG
membership
through March 13
www.gpug.com
Microsoft
Convergence 2015
in Atlanta, GA
March 16 - 19
www.socius1.com/events
www.socius1.com/microsoft-dynamics-promotions/
Jeff Smith, Solutions Architect
800.589.6614 x2002
jsmith@socius1.com

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Introducing Microsoft Dynamics GP 2015

  • 1. Introducing Microsoft Dynamics GP 2015 Jeff Smith, Solutions Architect
  • 3. Agenda • Roadmap • What’s new in Microsoft Dynamics GP 2015 • Key Benefits • System-Wide Features • Financials • HR & Payroll Employee Self Service • Companion Apps • List of features released since GP 2013
  • 4. Microsoft Dynamics GP Roadmap GP2015 Functionality Identity Management V2 Workflow V2 BA on multi- platforms (Windows, Apple & Android) Service Based Architecture (SBA) GP2015R2 Top features requested by customers Partner tools to simplify provisioning Time management app Functionality and Technology Releases Every six months GP2015R3 Top features requested by customers Workflow V3 SBA enhancements GP2013 Web Client Functionality Management Tools Hosting Business Analyzer (BA) on Windows GP2013R2 Functionality Identity Management V1 Workflow V1 GP Workspace in Office 365 GP2013SP1/2 Web Client Wave Releases Functionality RapidStart BA Off Domain On Azure
  • 5. Expanded workflows To help streamline financial, purchasing, sales, payroll, and project related approvals Single sign on Through integration with Microsoft Azure Active Directory to help users work seamlessly across Microsoft GP, Office 365, and other cloud-based applications Service based architecture To lower the cost and time required to create or modify business solutions built on Microsoft Dynamics GP
  • 7. Service Based Architecture 2015 GP consumes and exposes services Logic in any dictionary including ISV products can be exposed as service operations. Integrate to other applications or services Secure Access Use Windows or O365 Identity to authenticate. https protocol with REST style API lets you build apps on many different platforms https://Contoso.com/Apps/GP/Company(ID=2)/Inventory/Items(ItemNumber=‘100XLG’) Operation Security Managed within the GP application just like forms and reports. Scalable Deployment models fit any sized organization needs. Discovery operations inform you of available operations and their syntax Deployable on Enhanced Interoperability gives developers additional capability to leverage the Microsoft Platform.
  • 9. Workflow Financial • GL Batch Approval Purchasing • Payables Batch Approval • Vendor Approval Sales • Receivables Batch Approval Payroll • Employee Skills Approval • Direct Deposit Approval • Employee Profile Approval • W4 Approval Project • Expense Report Approval
  • 10. Copy Home Page and Area Page 2015
  • 11. Navigation to Management Reporter 2015
  • 13. Intercompany Enhancements 2015 • Intercompany Journal Entry Inquiry • Void Intercompany Transactions
  • 14. Payment Terms 2015 • Due Date Option using Transaction Date • Add Days to Due Date • Additional Due Options • Additional Discount Options • Options: Next Month, Months, Month/Day and Annual
  • 15. Fixed Assets Year End Close Report 2015 • Printed as part of year end close • Prints for all books and assets impacted • Includes end of year information for an asset
  • 17. Edit E-Mail for Historical Documents 2015 • Edit e-mail for historical Sales documents • Edit e-mail for historical Purchase Orders • Edit e-mail for RM Statements • E-mail historical PM Remittances • Edit e-mail for PM remittances
  • 18. Payables Warning When Open PO 2015 • New warning message added when entering payables transaction for a vendor with an outstanding PO or un-invoiced receipt
  • 19. Invoicing for Web Client 2015 • Invoicing Module is now available in the Web Client
  • 20. HR and Payroll Employee Self Service features
  • 21. Project Employee Expense Report 2015 • Project Employee Expense Report and Project Timesheet Entry replace all of the functionality of both Business Portal T&E and PDK!
  • 22. Employee Profile 2015 • Employee able to view and edit their employment information • Address, Dependents, Emergency Contacts and Position History • Workflow available for Employee Profile information • Setup Workflow for your business process • Route using Active Directory hierarchy
  • 23. Manager Team Profile 2015 • Manager able to view and edit their team members’ data • Address, Dependents, Emergency Contacts and Position History
  • 24. Employee Skills and Training 2015 • Part of self service for employee to view and maintain their education and tests • Employee can view skills and training history • Workflow available for Employee Skills for education and tests • Setup Workflow for your business process • Route using Active Directory hierarchy
  • 25. Manager Skills and Training 2015 • Part of self service for manager to view and maintain their employee’s education and tests • Manager can view employee’s skills and training history • Driven from navigation lists
  • 26. Employee Paystubs 2015 • In Self Service, an employee can now view or print their paystubs from the paystubs navigation list
  • 27. Employee W-4 2015 • An employee can edit their W4 information, add or change the additional withholding, update the number of deductions and reduce the potential for data entry errors • With workflow, the payroll administrator can route the W4 information appropriately • Workflow available for Employee W4 • Setup Workflow for your business process • Route using Active Directory hierarchy
  • 28. Employee Direct Deposit 2015 • Workflow available for Employee Direct Deposit • Setup Workflow for your business process • Route using Active Directory hierarchy
  • 29. Employee Benefits 2015 • Employee can view their benefits with employer and employee contributions.
  • 31. Business Analyzer Release 7 Cross Platform Content Management Improvements Support for Management Reporter Content
  • 32. Save $8,000 on GP Extended Pack through June 27 15% off GPUG membership through March 13 www.gpug.com Microsoft Convergence 2015 in Atlanta, GA March 16 - 19 www.socius1.com/events www.socius1.com/microsoft-dynamics-promotions/
  • 33. Jeff Smith, Solutions Architect 800.589.6614 x2002 jsmith@socius1.com